Bill offers his clients a full array of capital markets solutions to help address their complex needs. With over 30 years of experience, Bill’s institutional and high-net-worth clients depend on him for structured finance solutions, professional asset management, cash management, equity and fixed income trading and private equity investments.
Ranked by Barron’s as one of the Top 100 Financial Advisors in the USA in 2016, 2017, 2018 & 2019, as well as a Barron’s Top 1200 Advisor from 2013-2019 and a Financial Times Top 400 Advisor in 2017. Bill has held a variety of sales and management roles at Deutsche Bank, Morgan Stanley, Merrill Lynch and Alex.Brown, a division of Raymond James. Throughout his career, Bill has shared his financial knowledge and industry insight via lectures with investors, including at the Wharton School of the University of Pennsylvania.
Bill earned his B.A. in applied mathematics for aeronautics from Embry Riddle Aeronautical University and studied for his M.B.A. at St. John’s University. He currently holds his Series 4, Series 5, Series 7, Series 8, Series 15, Series 53, Series 63 and Series 65 securities licenses as well as a life, accident and health insurance designation.
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